Cassady Schiller Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $131K | Buy |
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|
2024
Q3 | $89.5K | Hold |
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|
2024
Q2 | $87.1K | Hold |
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|
2024
Q1 | $87.2K | Hold |
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|
2023
Q4 | $87.2K | Hold |
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|
2023
Q3 | $84.7K | Hold |
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|
2023
Q2 | $85.3K | Hold |
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|
2023
Q1 | $85.9K | Hold |
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|
2022
Q4 | $84.7K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $92K | Buy |
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